Sallie Mullins Thompson, CPA/PFS, CFP, CDFA

Sallie Mullins Thompson started her financial services practice in 1996 and
provides assistance to professionals, families, and small business owners in
accounting setup/oversight; tax compliance; budgeting/cash flow projections;
income/asset protection; investments; and college, retirement, and transition
planning. Since the pandemic she delivers all offerings virtually.

Through education, empathy, enthusiasm, and passion, as a comprehensive
financial planner; investment adviser; tax strategist; and divorce financial/tax
analyst, Sallie helps her clients navigate all aspects of their finances and
taxes, so they can live life the way they want.

Before beginning her financial services practice, Sallie spent 20 years with
IBM in NYC and Houston as a system engineer, project manager, and
marketing representative working in the banking industry.
Sallie has a special interest in families who are navigating the divorce process
and helps them create a financial map for their future. She wants all their
particular details to be covered, both parties to end up with enough money to
live, and there to be no losers. That way everyone is OK and ready to go.
Since taxes are the biggest drag on people having the money they need, Sallie
quantifies all tax ramifications for financial decision-making. Thus, working
with her can result in more cash, less taxes to pay, and additional income for
major purchases, education funds, retirement, and legacies.

Her professional organizations include: AICPA, NYSSCPA, FPA NYC Metro,
WIPP, ADFP, IDFA, FDMC NYC, NYSCDM, NYACP, IACP, VaCP, CPNV
Other things that Sallie does:
• Guides women in planning for their own retirement
• Provides pro bono financial planning to underserved populations
• Advocates for women business owners in tax & capital access areas
• Instructs small business owners in the NYC FastTrac program
• Supports Not-For-Profits – over 25 years
• Serves as Treasurer on FamilyKind board of directors

Sallie’s personal interests are animal rights, performing arts, history, politics,
and public policy issues that affect women-owned small businesses (WOSBs).
She is mother to daughter Kathryn and doting grandmother to Thomas and
Parker who live in Washington, DC. Sallie lives nearby with her adorable cats,
Sprinkles and Snuggles.